Create sending email template with 15 day delay
Hello, I need to create a chain in which when a phase is updated in deal. For example, updating a deal to a proposal won in Zoho CRM, a Zoho CRM email template is sent after 15 days to that contact of the deal that It was updated. How would it be done?
Non-existent Zoho Flow support
Anyone else able to communicate with Zoho Flow support team? We have now set up over 10 supposed calls with the support team, but no representative ever turns up. We are working on a time-critical project for our client, and their patience has run out!
No option to set up Zoho OAuth Connection like in Zoho CRM and Creator
In Zoho CRM we use the Zoho OAuth connection to build connections for actions that require scopes from multiple Zoho products (ex: Mail Merge in Zoho CRM V5 require scopes from both Zoho CRM and Zoho Writer). These scopes do not exist in one product alone
Add ability sort and filter custom functions by date created and last updated
Hello, Scenario: Sometimes, when creating a custom function, if for some reason, one leaves the custom function mid-way, one challenge I have experienced is that sometimes one forgets the name of the custom function in progress, which makes it very hard
Google Sheets New Row vs. Updated
I would like to have a flow that says update Zoho CRM is there is a new row OR an updated row in Google Sheets. I would rather not have two flows. Anyone know how I can accomplish this?
problem using Deluge function in my Flow
Hi everyone. I decided today to try to solve a problem using Deluge function in my Flow. For this I need to get all the products that lie in the sales order on which the trigger in Flow was triggered. This is the line where the error occurs: inventoryOrder
Reporting Tags for Zoho Books Integration
When adding or updating a customer in Zoho Books via Flow, I cannot see how to add/update the reporting tags for said customer. Is this a shortcoming in Flow, or am I missing something. If it's not currently a feature, I would propose adding it. Flow
Setting dates for Flows or MA throughout the year
I'd like to as if there is any way to do something in Zoho One. Here's the details: I hold an event several times per year, and know in advance the dates the event will take place. For instance, this year the events will take place July 23, September
Zoho Flow Setup Between CRM and Books Issue
I'm trying to setup the following flow between CRM and Books: CRM record updated (tag added) Create Customer in Books Create Invoice for Customer When I enter the information required for step 2. (create customer), one of the mandatory fields is "display
Upload Videos to YouTube
Dear Zoho Flow Support Team, We are writing to request a new feature for Zoho Flow: the ability to upload videos directly to YouTube. This functionality would significantly enhance the automation capabilities of Zoho Flow for managing our YouTube video
Update Detail View with Zoho Flow
How do I update the detail view of a Lead using Zoho Flow?
Lookup value from External Source (Such as Google Sheets)
I'm looking for Excel's equivalent of VLOOKUP for ZohoCRM using an external source. Something such as Google Sheets to store the lookup data. We would use the "Deal Name" in ZohoCRM to search this data in column A of a table. If there's a match, return
Automatically create a Zoho Desk ticket when a task is assigned in Zoho Projects
Hi, We are currently using Zoho Projects to manage the new installations of the software we sell and Zoho Desk to track the support cases. The workers that are doing a new installation are the same that will support the customers later. The project management
Flow Extension in Wordpress triggers every time user browse page
Hi, We have a wordpress used for our members. Zoho Flow Extension for wordpress is installed. When a user log in the website, Zoho Flow is triggered every time the user visit a page. This is way too much. Flow receives the user profile for nothing. and
Zoho Flow Support not responding
Is anyone else having difficulty getting a response from support? I put in an urgent, business critical request on Thursday and heard nothing back. The auto-response email says 24 hours and thats for standard, this request was specifically marked emergency. I'm deeply concerned there has been a change of standards. I was very impressed with Zoho Flow support when I started using it. Their responsiveness and personal touch lead me to consider other Zoho products that I had been reluctant to try.
Use Flow to Add Form PDF to Deal Related List
I know that in Zoho Forms I can integrate with the CRM, field map and add a PDF for every form submission. But I have a different use case is outside that workflow. Use Case: We have a consulting product that is 90 days in length and host multiple attendees. I created a form to gather the attendee information and need to add a PDF version of the submitted and/or updated form to the corresponding deal. The reason I cannot use the CRM integration within Forms is that the Deal layout has mandatory fields
Create Customer in Quickbooks Phone Number Formatting
The phone number field in ZOHO creator has a +1 and when the customer is created in QuickBooks the phone number needs to be a "free form" number. I know this should be simple, but can anyone help create a script to convert the phone number so it shows
zFlow Concern Adding zDesk Ticket Comment
Hi Zoho Team, I would like to ask how can I properly call this ticket comment based on certain condition. As what you can see below, zDesk ticket comments was being reiterated. Or Am I missing something? zFlow: [Trigger] zDesk Ticket Status Change to
UI / UX - Limit Apps in Builder
Would it make sense to consider limiting the apps available in the Builder screen to those "activated" by the user? The idea here would be twofold. First, it would de-clutter and make it easier for users to find what they need. Second, it seems to take
Add option to clone Zoho Flow actions after those actions have been pre-filled
Hi Zoho Flow team, One feature that would be super helpful for organizations that have to use Zoho Flow for many of their workflows is the ability for them to be able to quickly clone an action already in use in a Flow. The cloned action would contain
Zoho People/Directory > Zoho Vault
Is there anyway to add/change/remove people from a Zoho Vault Group with Zoho Flow ?
Create user in MS Entra ID
Hi guys, I want to create a user in MS Entra ID after creating a record in Zoho Creator. I always got this no-meaning error, has anyone had experience using ZFlow with MS Entra ID?
looking to automate posts on facebook
so i am using zoho social to post to social media but unfortunately it does not post to personal pages and walls, so i need assistance in using zoho flow plus the facebook api so that as soon as a facebook pages page or group has a post, it will automatically
Add attachment to CRM Deal?
I would like to add a link (URL) to a WorkDrive folder as an attachment to deals in CRM. Is this possible?
Shiprocket - Authentication Error. No reply from support for more than 3 days
PFA error for authentication. From 12th April 3 pm, authentication has failed and the API is returning Null as you can see in the screenshot. Please this is very critical as our whole operations are dependent on this.
Is it possible to update zoho projects task from zoho sheets having one way sync with the task details available in the sheet?
Hi team, I was working with zoho projects I am having a large number of tasks I am looking to have the tasks with the task information in a zoho sheet and create a one way sync between zoho projects and zoho sheet and update the tasks.
Having an issue with the Entity ID
I am constructing a flow where an event is scheduled in Acuity Scheduling and some details are added to a note in the deal. The flow is as follows: Acuity Event Scheduled > Fetch Deal > Add Note. The input and output for fetch deal works and the input for "add note" works as well. On the "add note" output I get this error, "the related id given seems to be invalid." When creating the flow there is link to a help article showing where to get the Entity ID: https://www.zoho.com/flow/help/zoho-crm.html#working-with-the-add-notes-action
Why in Zoho Flow was upload file to Workdrive left out of the box?
We are trying to use Zoho Flow to upload 1 file that comes to Google Drive each time 1 customer sends a document... The service we are using can only put the files in Google Drive, so we have a Flow that triggers with this file arriving to GDrive and
Create Invoice with Multiple products
I have a trigger action of Create New Deal. When it is created, in Zoho Flows, I evaluate to see item A in the deal is true. If it is TRUE I want to add two specific items/products to the Zoho Invoice instead of 1. The two that I need is a combination
Flow Connection Authorization Started Failing
Received an email from Flow that flows are being turned off due to "the trigger has encountered an authentication error". Went to Flow to try and reauthenticate and while it goes through the first few authentication steps it never seems to complete. When
Has anyone had success linking Wix Form submissions to Zoho CRM using Flow?
Although it works flawlessly with Zapier, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services. I've tried using a webhook through Flow but it has
Creating new Project in Books from CRM
Hello all, I have used workflow rule in CRM to create a new Project in Book when a Deal is won: - Rule creates webhook when deal is 'closed as won' - Flow takes payload and creates new project in books My issue is the customer. Books wants the 'customer
Using Email Triggers on Zoho Flow
Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the
Zoho Flow converting leads when Woocommerce Web order placed
So we have SalesIQ running on our site which captures leads when an email address is entered. We also use Zoho Flow to create a Contact/Account and Deal when a web order is placed. I'm having trouble getting the flow to look up that Lead and convert it
Get Related Contact ID in flow triggered by Deal Stage update
I have a flow where when the Deal stage is updated to a specific stage, I want to use Zoho Flow to trigger follow up emails to the Contact associated with the deal. How do I fetch contact, what do I enter in the Contact ID field in order to find the related contact?
Is there any way to get notified when a failure execution happens on a Workflow ?
Hello, I wanted to know if it was possible to get notified (like with a mail for example) when a single failure happens on a specific flow of my organization ? I know that there's a mail which warns you when there's 20 failure in a row on the same flow,
Slack Zoho Desk integration
Hi, I've created a flow which creates a new ticket in Zoho Desk if someone sends a message within a specific Slack channel. I want to include the user's name in the subject line. However, the variable UserId only includes a id like UAE194403. How can
How to create subfolder in a folder just created through flow
Through Zoho flow i just created Folder A. How in the same flow do reference Folder A to be the parent folder for the subfolders I want to place in it?
Gravity Forms, JSON, Webhooks and Zoho Flow
I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): {
4 : "email@email.com",
5 : "+61999999999",
6 : "emai2l@email.com",
Creator to Writer Template Merge - Image field not visible for mapping
I have a Creator form field that holds an image. I made a flow that works when a new Creator record is created. I add Writer to the Flow and specify a Writer Merge Template that has Image fields. These image fields will capture the image coming from Creator
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